How big is Harrison Wealth Management Group Ltd.'s plan?

Harrison Wealth Management Group Ltd.'s plan reported $328 in assets and 3 participants for 2024.

Original filing (PDF)20250729141044NAL0001680499001

Harrison Wealth Management Group Ltd.

Name: Harrison Wealth Management Group Ltd. — Harrison, Form 5500 (2024)
Creator: Harrison Wealth Management Group Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Harrison Wealth Management Group Ltd. SOCA Benefit Plan

Health & welfare plan · Harrison Wealth Management Group Ltd.'s Harrison Wealth Management Group Ltd. SOCA Benefit Plan held $328 in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$328

Net assets (EOY)

$116

People on this filing

Matt Appenzeller signed Harrison Wealth Management Group Ltd.'s 2024 Form 5500 as plan administrator.

Matt Appenzeller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Harrison Wealth Management Group Ltd.'s EIN is 81-4341519.

EIN 81-4341519

Plan number 502

Plan year 2024

ACK ID 20250729141044NAL0001680499001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Harrison Wealth Management Group Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Harrison Wealth Management Group Ltd.'s plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HARRISON WEALTH MANAGEMENT GROUP LTD..

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Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score